Why are giants such as Philips and Osram losing interest in Guangzhou International Lighting Exhibition?

As the LED lighting industry enters a mature stage, whether it is a multinational giant such as Philips or Osram, or a domestic leading company such as Op, NVC, etc., they are absent from the current lighting exhibition. Intelligentization, segmentation and internationalization are the next development directions for China's LED lighting industry.

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Although it coincides with the Dragon Boat Festival holiday, the 21st Guangzhou International Lighting Exhibition, which opened on June 9, is still crowded. However, as the LED lighting industry enters a mature stage, whether it is a multinational giant such as Philips or Osram, or a domestic leading company such as Op, NVC, etc., they are absent from the current lighting exhibition.

Intelligentization, segmentation and internationalization are the next development directions for China's LED lighting industry. The First Financial Reporter was informed that next year's Guangzhou International Lighting Exhibition will follow the trend and increase the display area of ​​sub-themes such as medical lighting and intelligent lighting. In the high-tech LED industry summit held next to the same day on the 9th, international opportunities and traps became hot topics.

1. The rise of intelligent lighting

As the organizer of Guangzhou International Lighting Exhibition, Pan Wenbo, director of Guangzhou Guangya Messe Frankfurt Co., Ltd. said that the exhibition reflects the current status of the lighting industry. The large-scale enterprises in the lighting industry have undergone great changes, and OSRAM, like Siemens Holdings, did not appear at this year's show.

Pan Wenbo believes that the development direction of the lighting industry in the next few years, first, lighting will be combined with the Internet, second, the personalized lighting market will develop more and more fine, and third, industry consolidation will also accelerate.

Huang Baoqi, deputy general manager of Messe Frankfurt (Shanghai) Co., Ltd. revealed that next year's Guangzhou International Lighting Exhibition will add some niche lighting themes, such as medical lighting, museum lighting, etc.; at the same time, it will be combined with current hotspots, such as smart lighting, Internet of Things. Wait.

Talking about the development trend of the industry, Huang Baoqi believes that first, intelligent lighting is emerging, dimming technology, sensors and lighting equipment are connected; second, more healthy lighting, such as some LED lighting can help people get faster from disease The recovery; the third is to connect more with big data and look for new value-added opportunities.

In the view of Chen Yansheng, vice chairman of China Lighting Association, LED lighting will develop in specialization. At present, the lighting industry is too complicated and there will be integration within the industry. Intelligent lighting is also a trend. In the Internet+ era, intelligent lighting should include complete systems such as light source luminaire sensors and sensing systems. It is still in its infancy and will gradually improve its level in the future.

The first financial reporter in the brand exhibition area this year, saw the larger leading enterprise is Sanxiong Aurora. According to Li Quan, manager of Sanxiong Aurora Brand Management Center, Sanxiong is introducing intelligent functions in the fields of office, home and commercial lighting. At present, intelligent lighting has begun to enter the ordinary people's home, there can be a variety of scene modes, APP application software does not force the use of Sanxiong.

It is understood that Sanxiong's 2.0 version of the smart home system that controls the whole house lighting is scheduled to be launched in July this year. The on-site staff said that it can remotely control the light and darkness of the lights and lights of the home lights. In addition, Sanxiong also introduced smart plugs, which can be combined with smart home systems to gradually expand the range of intelligent control from lighting to other appliances.

2. Internationalized mergers and acquisitions heat up

Dr. Zhang Xiaofei, Chairman of Gaogong, bluntly said that the LED industry has experienced rapid development in 2012-2014. From the performance of domestic LED listed companies in 2015, the LED lighting industry has passed a period of rapid development and has gradually become a “traditional industry”.

In 2015, the total scale of China's LED industry was 396.7 billion yuan, and the growth rate has slowed to 5.1%. Zhang Xiaofei said that as competition intensified, 4,000 companies doing downstream LED lighting left last year.

“In 2015, of the 24 domestic LED listed companies, only 6 net profit margins exceeded 10%, and LED entered the traditional industry.” Zhang Xiaofei said that among the 24 LED listed companies, only 13 companies increased their operating income and net profit. However, only 6 of the 13 companies have experienced rapid growth in their business development, and many companies have moved toward “double main business”.

In the context of the rapid decline in the average price of the industry, multinational giants such as Philips, Osram, and Cree also feel that the LED lighting industry is no longer the “profit” of the past, and the lighting industry has been stripped off, or prepared. Sale transfer. This provides a rare opportunity for Chinese companies to internationalize mergers and acquisitions.

For example, Zhang Xiaofei said that like Feiyin Audio acquired Xiwannian last year, Mu Linsen, Guangsheng, Tongfang, Dehao Runda and Feile Audio are bidding for Osram.

Of course, there are many domestic mergers and acquisitions in the LED industry, including intra-industry mergers and acquisitions and cross-border mergers and acquisitions. For example, in February this year, NVC Lighting acquired a 75% stake in Yaoeng Holdings. According to the data of Gaogong LED, in the first half of 2016, there were 14 domestic M&A cases in China's LED industry.

“In the first half of 2016, the amount of M&A in the LED industry reached 10.9 billion yuan, and it is expected to exceed 100 billion in the whole year.” Zhang Xiaofei asserted that internationalization is an inevitable choice for China’s LED lighting industry to release huge production capacity. Large LED listed companies can accelerate through mergers and acquisitions. With the expansion of overseas markets, small LED companies can collaborate and penetrate a certain overseas market segment.

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